See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,953 | $64,480+92.2% | $81,382+52.3% | $80,856+53.3% |
| Participation rate | 78.8% | 63.9%+14.9pp | 69.5%+9.3pp | 67.6%+11.1pp |
| Annual return | 13.98% | 16.34%-2.4pp | 24.73%-10.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $466 | $1,978-76.4% | $2,463-81.1% | $2,755-83.1% |
| Participant deferral / active EE | $8,230 | $3,094+166.0% | $3,883+111.9% | $4,296+91.6% |
| Admin fee / account holder | $27,737 | $5,671+389.1% | $5,768+380.8% | $6,918+300.9% |